Talent.com
Business Banking Relationship Manager

Business Banking Relationship Manager

Hispanic Alliance for Career EnhancementSan Mateo, CA, United States
7 days ago
Job type
  • Full-time
Job description

Application Deadline : 11 / 27 / 2025

Address : 195 E. 4th Ave.

Job Family Group : Commercial Sales & Service

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose : To Boldly Grow the Good in Business and Life.

Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction / portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.

Responsibilities

  • Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
  • Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
  • Generates appointments and opportunities to grow business results through targeted sales efforts.
  • Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
  • Identifies prospective customers and cross-sells additional products and services to meet their needs.
  • Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
  • Understands the local market and proactively develops relationships with centres of influence.
  • Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
  • Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
  • Answers inquiries and provides accurate information about business banking products and services.
  • Understands customer needs and offers financial solutions that meet customer goals.
  • Resolves or escalates issues.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provides advice and guidance to assigned business / group on implementation of solutions.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
  • Provides input into the planning and implementation of operational programs.
  • Executes work to deliver timely, accurate, and efficient service.
  • Supports the development and promotion of a business / group program.
  • Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
  • Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
  • Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
  • Focus is primarily on business / group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broader work or accountabilities may be assigned as needed.

Qualifications

  • Typically between 4 - 6 years of relevant experience and post‑secondary degree in related field of study or an equivalent combination of education and experience.
  • Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
  • Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
  • Strong experience with customer sales and service.
  • Technical proficiency gained through education and / or business experience.
  • Verbal & written communication skills - In‑depth.
  • Collaboration & team skills - In‑depth.
  • Analytical and problem solving skills - In‑depth.
  • Influence skills - In‑depth.
  • Data driven decision making - In‑depth.
  • Salary

    $69,000.00 - $127,800.00

    Pay Type

    Salaried

    The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

    BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit : https : / / jobs.bmo.com / global / en / Total-Rewards

    About Us

    At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    Equal Employment Opportunity

    BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

    BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

    To find out more visit us at http : / / jobs.bmo.com / us / en

    #J-18808-Ljbffr

    Create a job alert for this search

    Relationship Manager • San Mateo, CA, United States

    Related jobs
    • Promoted
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - HeadquartersSan Francisco, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    • Promoted
    Managing Director Relationship Manager-MMB - San Francisco (hybrid)

    Managing Director Relationship Manager-MMB - San Francisco (hybrid)

    First CitizensSan Francisco, CA, United States
    Full-time
    This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. The business offers deposit solutions, loans, treasury services and oth...Show moreLast updated: 30+ days ago
    • Promoted
    Private Banking Relationship Manager - San Francisco or Menlo Park, CA

    Private Banking Relationship Manager - San Francisco or Menlo Park, CA

    California Bank & TrustSan Francisco, CA, United States
    Full-time
    Private Banking Relationship Manager - San Francisco or Menlo Park, CA.Join to apply for the Private Banking Relationship Manager - San Francisco or Menlo Park, CA role at California Bank & Trust.W...Show moreLast updated: 7 days ago
    • Promoted
    Public Sector Banking Relationship Manager

    Public Sector Banking Relationship Manager

    River City BankSan Francisco, CA, United States
    Full-time
    The Public Sector Banking Relationship Manager is responsible for maintaining and growing deposit relationships for public sector clients, such as government agencies and municipalities in Californ...Show moreLast updated: 30+ days ago
    • Promoted
    VP / FVP, Relationship Manager

    VP / FVP, Relationship Manager

    Cathay Bank - HeadquartersMilpitas, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    • Promoted
    Branch Relationship Banker - Fremont, CA

    Branch Relationship Banker - Fremont, CA

    BankTalent HQFremont, CA, United States
    Full-time
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show moreLast updated: 30+ days ago
    • Promoted
    Business Banking Relationship Manager (SB)

    Business Banking Relationship Manager (SB)

    Bank of AmericaRedwood City, CA, United States
    Full-time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...Show moreLast updated: 2 days ago
    • Promoted
    Private Banking Relationship Manager - San Francisco or Menlo Park, CA

    Private Banking Relationship Manager - San Francisco or Menlo Park, CA

    BankTalent HQPalo Alto, CA, United States
    Full-time
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show moreLast updated: 7 days ago
    • Promoted
    VP / Director - Commercial Banking Relationship Manager, (Diversified Industries)

    VP / Director - Commercial Banking Relationship Manager, (Diversified Industries)

    BMO U.S.Palo Alto, CA, United States
    Full-time
    VP / Director - Commercial Banking Relationship Manager, (Diversified Industries).Join to apply for the VP / Director - Commercial Banking Relationship Manager, (Diversified Industries) role at BMO U.W...Show moreLast updated: 7 days ago
    • Promoted
    Managing Director Relationship Manager-MMB - San Francisco (hybrid)

    Managing Director Relationship Manager-MMB - San Francisco (hybrid)

    First Citizens BankSan Francisco, CA, US
    Full-time
    This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. The business offers deposit solutions, loans, treasury services and oth...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Relationship Manager, Commercial (Emerging Middle Market)

    Senior Relationship Manager, Commercial (Emerging Middle Market)

    Hispanic Alliance for Career EnhancementSan Francisco, CA, United States
    Part-time
    Application Deadline : 12 / 14 / 2025.Job Family Group : Commercial Sales & Service.BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in ...Show moreLast updated: 4 days ago
    • Promoted
    Regional Relationship Banker I

    Regional Relationship Banker I

    Cathay Bank - HeadquartersCupertino, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager - Business Banking

    Relationship Manager - Business Banking

    Support.comSan Francisco, CA, United States
    Full-time
    Relationship Manager, Business Banking.The Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group.This r...Show moreLast updated: 7 days ago
    • Promoted
    Relationship Manager - Business Banking

    Relationship Manager - Business Banking

    Comerica BankSan Francisco, CA, United States
    Full-time
    Relationship Manager, Business Banking.The Relationship Manager role will be responsible for new business development, portfolio management and underwriting to support the needs of the group.This r...Show moreLast updated: 7 days ago
    • Promoted
    Relationship Manager Associate

    Relationship Manager Associate

    U.S. BancorpSan Francisco, CA, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 30+ days ago
    • Promoted
    Business Development Relationship Manager

    Business Development Relationship Manager

    AvidbankRedwood City, CA, US
    Full-time
    Silicon Valley serving the San Francisco Bay area and beyond.We are a highly responsive business bank, providing tailored financial solutions. We are advocates for our clients and specialize in prov...Show moreLast updated: 30+ days ago
    • Promoted
    Consumer & Business Banking Senior Relationship Banker, Belmont, MA

    Consumer & Business Banking Senior Relationship Banker, Belmont, MA

    Banco Santander SABelmont, CA, United States
    Full-time
    Relationship Banker, Belmont, MACountry : United States of America • •Your Journey Starts Here : • •Santander is a global leader and innovator in the financial services industry.We believe that our emplo...Show moreLast updated: 7 days ago
    • Promoted
    Relationship Manager, Business Cards & Payments - Acquisitions (San Francisco)

    Relationship Manager, Business Cards & Payments - Acquisitions (San Francisco)

    Capital One National AssociationSan Francisco, CA, United States
    Full-time +1
    Relationship Manager, Business Cards & Payments (Acquisitions).Are you a self-starter, a go-getter, and a deal maker? Are you disciplined and autonomous? In Capital One’s Business Cards & Payments ...Show moreLast updated: 30+ days ago